Filed October 24, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFIT GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $31,118 |
NATIONAL FINANCIAL SERVICES8+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $7,089 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,470 | $47,722-48.7% | $82,719-70.4% | $64,808-62.2% |
| Participation rate | 99.6% | 67.6%+32.0pp | 72.6%+27.0pp | 71.5%+28.1pp |
| Annual return | -16.79% | -13.05%-3.7pp | 701.18%-718.0pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,647 | $2,179-24.4% | $3,009-45.3% | $2,506-34.3% |
| Participant deferral / active EE | $2,097 | $3,329-37.0% | $4,395-52.3% | $4,310-51.3% |
| Admin fee / account holder | $46 | $143-68.1% | $5,329-99.1% | $188-75.7% |